Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $31,279,960,486 in 47,098 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management31,280MILLION
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Brandt Kuhn (CRD# 5103304) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Palm Desert, CA and has over 15 years of experience in the finance industry.
Levi Larsen (CRD# 5846573) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Campbell, CA and has over 9 years of experience in the finance industry.
David Le (CRD# 6579135) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry.
Felix Lin (CRD# 4404030) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.
Rocky Lin (CRD# 4697340) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 20 years of experience in the finance industry.
Leah Loewenthal (CRD# 6187843) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Campbell, CA and has over 10 years of experience in the finance industry.
Landen Lunsway (CRD# 4220556) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Dylan Macdonald (CRD# 6776979) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
William Mann (CRD# 1931917) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry.
David Massart (CRD# 2332208) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 31 years of experience in the finance industry.